Update list items
Edit name and/or description of item
Every day you use different lists to save specific customer information. Examples of lists are: activity types, customer categories, business types, and many more.
The lists in SuperOffice CRM are designed to fit most businesses, but some companies may want to create their own. You can tailor each list in the system to meet your needs.
By changing the list of categories, for example, it will be easier for your users to adopt your CRM solution, because they will recognize the categories they are accustomed to.
SuperOffice CRM contains a lot of lists that you can customize. There are, by default, some items available in all lists. You can add new list items and deactivate unnecessary ones.
You can change the name or description of an item previously set up in Settings and maintenance.
Note
The name of the item changes if it is already in use in SuperOffice CRM. To avoid this, delete the old item instead and create a new one.
Steps
Open the Lists screen and select the desired list from the dropdown menu in the upper-left corner of the screen.
- All previously defined items for the selected list are displayed in the Items list.
- If you select a new user-defined list, the list is empty.
Double-click the required item in the Items list.
In the dialog, enter a new name and a description. (Mandatory)
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Click Save to save the changes or Cancel to reject them.
Watch this video to learn how you can edit list items is SuperOffice CRM (video length - 2:05):
Example - customize subscription types
According to many European laws that govern local marketing practices, a business is only allowed to send digital marketing messages to the people who have given you their permission to do so. Learn how to add and edit subscription types in this example.
By creating different subscription types for your mailings, you can send your target audiences relevant and expected communication at the right time and improve the results of your E-marketing campaigns.
After a contact is registered in SuperOffice CRM, this person can subscribe to the marketing communications they wish to receive. They can do this by setting their subscription preferences. Basically, you add the subscription types your company offers, and remove those you do not offer.
Watch this video to learn how to add and edit subscription types (video length - 2:00):
Delete predefined and user-defined list items
Select the item to delete in the Items list.
Click the Delete button at the bottom of the screen. The item will be deleted from the list and will also no longer be displayed in the relevant list in SuperOffice CRM.
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Click Save to save the changes or Cancel to reject them.
Note
The deletion is not permanent even if you confirm it. The name of the item will still be displayed in records in SuperOffice CRM that refer to it. This does not apply if you create a list and delete it before you saved it. In that case, the list cannot be undeleted.